Can I read 2012 Investment Adviser Survey Insights on EtoBox?
2012 Investment Adviser Survey Insights by mbruno8143 is a document available to read on EtoBox.
What is 2012 Investment Adviser Survey Insights about?
An InvestmentNews survey of 513 financial advisers found that over half are compensated through both fees and commissions. Most advisers are men between ages 50-69 who are married, white, and identify with an organized religion. Over half donate 1-5% of their income to charity. Regarding their business, nearly 60% do not have a niche practice and over 40% plan to increase referrals in 2013. Most clients are referred, between ages 50-69, and communicate by telephone. Over two-thirds of advisers disapprove of
- Author
- mbruno8143
- Language
- EN